Investment Client Experience Specialist

Vantage Financial Corporation; Taguig; On-site; PHP 300,000 - 420,000; Full time

Job summary

A financial services company in Metro Manila is seeking a Customer Service Representative to address client inquiries and resolve issues related to investment accounts. The ideal candidate will have a Bachelor's degree and experience in customer service, preferably in the financial industry. Responsibilities include processing client requests and maintaining records. Strong communication and problem-solving skills are essential for success in this role.

Qualifications

• Experience in customer service, preferably in the financial industry.
• Excellent communication and interpersonal skills.
• Strong problem-solving and customer-centric mindset.

Responsibilities

• Address inquiries and resolve client issues related to investment accounts.
• Provide timely and professional support to clients via phone and email.
• Process client requests including subscriptions and account updates.

Skills

Customer service experience

Communication skills

Knowledge in capital markets

Problem-solving abilities

Attention to detail

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft applications

Job description

A financial services company in Metro Manila is seeking a Customer Service Representative to address client inquiries and resolve issues related to investment accounts. The ideal candidate will have a Bachelor's degree and experience in customer service, preferably in the financial industry. Responsibilities include processing client requests and maintaining records. Strong communication and problem-solving skills are essential for success in this role.